Newton And Rochelle Beckercharitable Trust
Newton And Rochelle Beckercharitable Trust consistently expends millions annually from a substantial asset base with no reported officer compensation.
EIN: 203822168 · Larkspur, CA · NTEE: T22 · Updated: 2026-03-28
Is Newton And Rochelle Beckercharitable Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Newton And Rochelle Beckercharitable Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Newton And Rochelle Beckercharitable Trust
Newton And Rochelle Beckercharitable Trust (EIN: 203822168) is a nonprofit organization based in Larkspur, CA, classified under NTEE code T22. The organization reported total revenue of $32.9M and total assets of $157.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Newton And Rochelle Beckercharitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Newton And Rochelle Beckercharitable Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Newton And Rochelle Beckercharitable Trust allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Executive Compensation Analysis
The Newton And Rochelle Beckercharitable Trust reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly unusual for an organization of its asset size ($157,378,165) and annual expenditures (e.g., $10,626,491 in 202312). This suggests a volunteer-led or externally managed structure, significantly reducing administrative overhead.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Newton And Rochelle Beckercharitable Trust's IRS 990 filings:
- Annual expenses frequently exceed annual revenue, indicating reliance on asset drawdowns or prior year surpluses, as seen in 202312 where expenses were $10,626,491 against revenue of $4,236,959.
Strengths
The following positive indicators were identified for Newton And Rochelle Beckercharitable Trust:
- Zero officer compensation reported across all filings, indicating extremely low administrative overhead.
- Substantial and growing asset base, with $147,846,548 in 202312, providing long-term financial stability.
- Consistent annual expenditures in the millions, demonstrating active grant-making and charitable distribution.
- Low liabilities relative to assets, indicating strong financial health and minimal debt.
Frequently Asked Questions about Newton And Rochelle Beckercharitable Trust
Is Newton And Rochelle Beckercharitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Newton And Rochelle Beckercharitable Trust (EIN: 203822168) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.
How does Newton And Rochelle Beckercharitable Trust spend its money?
Newton And Rochelle Beckercharitable Trust directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Newton And Rochelle Beckercharitable Trust tax-deductible?
Newton And Rochelle Beckercharitable Trust is registered as a tax-exempt nonprofit (EIN: 203822168). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Newton And Rochelle Beckercharitable Trust financially stable?
Yes, the trust is financially stable, possessing substantial assets of $147,846,548 in 202312, which far exceed its annual expenses of $10,626,491 and liabilities of $1,143,400.
How efficient is Newton And Rochelle Beckercharitable Trust with its spending?
The trust appears highly efficient, with 0% officer compensation reported across all filings, suggesting a very low administrative burden and a strong focus on program delivery through its grant-making activities.
What is the trend in the trust's assets?
The trust's assets have shown significant growth over the long term, from $15,179,282 in 201112 to $147,846,548 in 202312, indicating effective asset management and endowment growth, although there was a slight decrease from $179,394,273 in 202112.
Filing History
IRS 990 filing history for Newton And Rochelle Beckercharitable Trust showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Newton And Rochelle Beckercharitable Trust's revenue has grown by 443.3%, moving from $780K to $4.2M. Total assets increased by 874% over the same period, from $15.2M to $147.8M. Total functional expenses rose by 1205.8%, from $814K to $10.6M. In its most recent filing year (2023), Newton And Rochelle Beckercharitable Trust reported a deficit of $6.4M, with expenses exceeding revenue. The organization holds $1.1M in liabilities against $147.8M in assets (debt-to-asset ratio: 0.8%), resulting in net assets of $146.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $4.2M | $10.6M | $147.8M | $1.1M | — | — |
| 2022 | $6.0M | $9.3M | $140.4M | $1.3M | — | View 990 |
| 2021 | $14.8M | $9.3M | $179.4M | $413K | — | View 990 |
| 2020 | $6.5M | $8.6M | $164.7M | $280K | — | View 990 |
| 2019 | $5.0M | $8.8M | $152.0M | $95K | — | — |
| 2015 | $4.7M | $7.3M | $113.3M | $83K | — | View 990 |
| 2014 | $90.0M | $5.9M | $99.8M | $92K | — | View 990 |
| 2013 | $16.3M | $1.4M | $47.4M | $84K | — | View 990 |
| 2012 | $13.5M | $827K | $27.9M | $1 | — | View 990 |
| 2011 | $780K | $814K | $15.2M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.2M, expenses of $10.6M, and assets of $147.8M (revenue -29.0% year-over-year).
- 2022: Revenue of $6.0M, expenses of $9.3M, and assets of $140.4M (revenue -59.8% year-over-year).
- 2021: Revenue of $14.8M, expenses of $9.3M, and assets of $179.4M (revenue +128.1% year-over-year).
- 2020: Revenue of $6.5M, expenses of $8.6M, and assets of $164.7M (revenue +29.9% year-over-year).
- 2019: Revenue of $5.0M, expenses of $8.8M, and assets of $152.0M (revenue +6.5% year-over-year).
- 2015: Revenue of $4.7M, expenses of $7.3M, and assets of $113.3M (revenue -94.8% year-over-year).
- 2014: Revenue of $90.0M, expenses of $5.9M, and assets of $99.8M (revenue +451.0% year-over-year).
- 2013: Revenue of $16.3M, expenses of $1.4M, and assets of $47.4M (revenue +20.7% year-over-year).
- 2012: Revenue of $13.5M, expenses of $827K, and assets of $27.9M (revenue +1636.6% year-over-year).
- 2011: Revenue of $780K, expenses of $814K, and assets of $15.2M.
Data Sources and Methodology
This transparency report for Newton And Rochelle Beckercharitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.